Student Trainee - Teller

America First Credit UnionBountiful, UT
Onsite

About The Position

This is a 10-hour Student Trainee Teller Position responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail. This includes processing deposits, withdrawals, loan payments, cashiers checks, travelers checks, money orders, and cash advances. The role involves balancing daily transactions, verifying cash totals, and performing member services functions such as opening and closing accounts, renewing certificates, and assisting members with bookkeeping and checking account problems. The position also involves answering member questions about Credit Union services, performing account maintenance, actively cross-selling Credit Union services, and assisting with clerical and receptionist functions. The goal is to serve members promptly and professionally.

Requirements

  • Current high school student.
  • Knowledge of Service Representative operations and procedures.
  • Basic understanding of Credit Union operations.
  • Good communication skills.
  • Professional appearance, dress, and attitude.
  • Good math skills.
  • Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone.
  • Good typing skills.

Responsibilities

  • Assumes responsibility for the efficient, effective, and accurate performance of teller functions.
  • Represents the Credit Union in a courteous and professional manner.
  • Receives share deposits and loan payments.
  • Processes cash advances, traveler's checks, cashier's checks, and money orders.
  • Disburses cash or check share withdrawals.
  • Processes transfers.
  • Verifies transactions. Monitors deposit amounts, and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.
  • Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions.
  • Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Opens and closes accounts. Orders checks for members' accounts. Completes payroll deduction and authorization forms.
  • Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Resolves member bookkeeping and checking account problems. Takes stop payment orders.
  • Receives and directs members and telephone calls. Responds to inquiries and questions if possible or directs them as necessary. Records and relays messages.
  • Performs file maintenance and account changes as needed.
  • Keeps members informed of Credit Union services and policies, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.
  • Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information.
  • Actively cross-sells Credit Union products and services.
  • Assists area personnel as required.
  • Keeps supervisor informed of area activities and of any significant problems or concerns.
  • Completes required reports and records accurately and promptly.
  • Attends meetings as required.
  • Keeps work area clean, well-maintained, and secure.
  • Performs related clerical duties as required.
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